Trusts and Wills
Trusts, Wills & Wealth Management
So you want to protect your hard earned assets from creditors and taxes on death?
And would you like to be sure that you will be remembered generation after generation after generation?
We can help.
Want a trust for wealth management?
You need Derek’s expert advice (take a look at his Google reviews, there are over 125 five star reviews) on forming and maintaining a trust structure.
You can read his book and then buy your trust at a discount through the book website, or make a free appointment with him either via Zoom or Google Meet. He’s a Professional Engineer and a Chartered Accountant and you can meet him as often as you like at no charge.
Just want a trust or a will? You can buy them here today.
Trusts
Compulsory registration for tax
- All trusts must register as tax payers. The fee is not included in the cost of a trust.
Formation of an employee share trust
- Formation of a new trust.
- Unlimited free consultations with our CEO
- Takes 8 to 14 weeks after submission, not including registering it as a taxpayer
- Not including anti-money laundering return to the Master
Formation of a community trust
- Formation of a new trust.
- Unlimited free consultations with our CEO
- Takes 6 to 12 weeks after submission, not including registering it as a taxpayer.
- Not including anti-money laundering return to the Master
Wills
One or two wills for spouses
- Creation of one or two wills for spouses
Will with testamentary trust
- One or two wills for spouses with testamentary trust deed to care for your minor children
Looking for other business services?
Buy a shelf trust NOW
2023 SHELF TRUSTS
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R18,600.00 Add to cart
Legacy Trust
This trust can be changed to a non-discretionary trust in your Will, so that future trustees may not deplete the trust assets. Complimentary free wills for you and your spouse. Never traded, price includes compulsory registration as a taxpayer, name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years.
2021 SHELF TRUSTS
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R18,600.00 Add to cart
Bellini Legacy Trust
This trust can be changed to a non-discretionary trust in your Will, so that future trustees may not deplete the trust assets. Complimentary free wills for you and your spouse. Never traded, price includes compulsory registration as a taxpayer, name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years.
2019 SHELF Trusts
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R21,000.00 Add to cart
First Family Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
2018 SHELF Trusts
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R22,200.00 Add to cart
Next Time Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
2016 SHELF Trusts
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R27,800.00 Add to cart
Best Way Forward Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R27,800.00 Add to cart
Building for the Future Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R27,800.00 Add to cart
Building Wealth Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
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R27,800.00 Add to cart
Time for Property Trust
Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.
